Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

Why your 8% pension withdrawals are unlikely to be sustainable

January 18, 2022
Your pension is designed to provide an income for life. Keep a close watch on your budgeting to ensure that your pension withdrawals are sustainable Read more

How to balance your staff and business needs in 2022

January 18, 2022
As your business adapts to flexible working and other post-pandemic norms this year, here’s how to balance your business needs with those of your workforce Read more

Market Commentary: Monthly Bulletin December 2021

January 4, 2022
In general, equity markets continued their move higher last month, ending on a strong note, on what has been a very positive year for stocks. Read more

5 financial lessons we learned in 2021

December 15, 2021
2021 has been marked by tax freezes, petrol shortages, and a continuing return to normality. The year has also taught us these five important financial lessons. Read more

Meet the team
Independently owned and run

What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey